Simple 1040 Maintenance — Pricing
Flat-fee CPA Membership for individuals who do not file Schedules C, E, or F. Ideal for W-2 earners, retirees, and households with modest tax complexity. Your membership begins the day you join and bills every 28 days (13 cycles/year).
Peace of Mind Bundle
Starting at $130 / 28 days
≈ $1,690/year (13 cycles)
- Federal, State & Local Income Tax Return
- Quarterly Safe Harbor Estimates
- Priority Scheduling
- Mid-Year Tax Planning Session
- IRS Transcript Monitoring
- Early Retainer Program (Audit Representation)
- Three Quick-Question Calls Per Year
- Quarterly Tax Projection
- Special Bonus: Notice Response Service
Essential Tax
Starting at $85 / 28 days
≈ $1,105/year (13 cycles)
- Federal, State & Local Income Tax Return
- Quarterly Safe Harbor Estimates
- Priority Scheduling
- Mid-Year Tax Planning Session
- IRS Transcript Monitoring
FasTrack 1040
Starting at $45 / 28 days
≈ $585/year (13 cycles)
- Federal, State & Local Income Tax Return
- Quarterly Safe Harbor Estimates
- Up to 6–7 formal tax documents(W-2, SSA-1099, 1099-INT, 1099-DIV, etc.)
Membership Terms
• All Simple 1040 Memberships are rolling 12-month commitments
billed every 28 days (13 cycles).
• Your included return is the tax year that ends during your membership window.
• Early cancellation forfeits the included tax return.
• Final pricing is confirmed after document review, number of states, and overall complexity.
First-Season Guarantee
We stand behind our work. If we make a preparation error or omission on a return we file, we’ll correct it and re-file at no charge. If you receive an IRS or state notice related to the return we prepared, we’ll handle the correspondence and resolution at no additional cost. This guarantee covers accuracy and proper preparation — not specific refund outcomes, credit eligibility, or random agency verification letters.
We do not guarantee specific tax outcomes; results depend on your facts and timely data.